How solid is your financial plan?

Cover for all aspects of life, from insuring the things you own to protecting the people who depend on you.
1. Will you be able to pay your monthly overheads if you can’t work because of retrenchment, illness or disability?

2. Are you happy with what you’re paying for your car and household insurance?

3. Are you confident you’ll be able to retire comfortably?

4. With so many options out there, where should you put your hard-earned money?

5. Is your medical aid meeting your needs?

6. Will your family be taken care of financially when you pass away?
A ‘No’ or ‘I don’t know’ to any of these questions means your financial plan probably needs attention. Talk to us about solutions for:
Not sure where to start? Contact us for a free, no-obligation assessment of your financial plan.
This is the life, family and household icon for Adams Risk and Investment Brokers, a financial services provider.

Life, family, and household

We’ve seen the benefits of having adequate cover for all aspects of life, from insuring the things you own to protecting the people who depend on you. Our services include:

  • Financial planning

  • Wills

  • Estate planning

  • Life insurance

  • Short-term insurance

Talk to us about:

  • Developing a financial plan and/or reviewing your existing portfolio of insurance, retirement and investment policies.
  • Drawing up or updating your will – at no charge.
  • Estate planning to make sure your family has access to funds when you pass away.
  • The amount of life insurance you need at each stage of your life.
  • Insurance for your home, valuables and assets that goes beyond ‘one size fits all’.

 

Health and medical

From day-to-day medical expenses to covering the unexpected, we can assist with :

  • Medical aid

  • Disability and dread disease cover

  • Sickness benefits

Contact us to discuss your options for:

  • Providing for your medical costs with cover from the country’s top medical aid providers.

  • Meeting expenses and receiving a monthly income in the event of illness or disability.

Savings and retirement

Your work hard for your money – but how hard is it working for you?:

  • Retirement plans

  • Investments

  • Tax-free savings

  • Endowments

Where you invest depends on many things – how long you want to invest, how quickly you need access to your cash, and how much risk you’re prepared to take. We can help you with:

  • Sound financial planning so you can retire comfortably.

  • Finding the right products for your needs and your financial personality.

  • Saving for specific goals.

  • Growing your savings through targeted investments.

For a no-obligation analysis of your financial needs, contact us here:
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Photos by Jacob Lund from Noun Project. Copyright © 2025
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